Sean(@sean_________):Semianalysis: "Market chatter suggests $GOOG is working with $AMD on a TPU project in the v10 generation. AMD’s involvement would be the first real involvement in a custom AI ASIC project, despite having a custom silicon team. AMD has strong IP especially in advanced packaging and SoIC. Additionally, CPU IP could also be a draw given Google and its customers are pushing for TPUs with on-package CPU cores for RL workloads." $AVGO: "We are seeing lower TPU output in 2H26 than previous expectations...For 2027, we also see lower TPU output than our previous expectation of 6mn units of TPU 7 and TPU8i. This is driven by greater allocation towards other customers."

2026.08.14 17:06

Semianalysis: "Market chatter suggests $GOOG is working with $AMD on a TPU project in the v10 generation. AMD’s involvement would be the first real involvement in a custom AI ASIC project, despite having a custom silicon team. AMD has strong IP especially in advanced packaging and SoIC. Additionally, CPU IP could also be a draw given Google and its customers are pushing for TPUs with on-package CPU cores for RL workloads." $AVGO: "We are seeing lower TPU output in 2H26 than previous expectations...For 2027, we also see lower TPU output than our previous expectation of 6mn units of TPU 7 and TPU8i. This is driven by greater allocation towards other customers."